It’s that time again! The holidays …. The most wonderful time of the year. A time for holiday parties, family gatherings, gift giving, and hearts full of joy. A time for treasuring our past and looking to the future. I, for one, have always loved this time of year....

The fixed income market is in transition as we are on the eve of the Federal Open Market Committee’s (FOMC) September meeting where it is anticipated, no – it is expected, that the FOMC will reduce rates for the first time since 2020. As investors, it is important to...

Ahhh, spring! A time when the world seems to start anew. Trees are budding, flowers are blooming, animals are building little nests for their young’uns, gardens are being planted, houses are being cleaned, and investors are covering their financial bases. Yes, just as...

Following the 2022 market, when nothing seemed to work and equities and fixed income moved in the same direction – DOWN - I read with great interest about the declared death of the balanced portfolio, particularly the 60/40 portfolio. Now in the recent press, it seems...

Did you know that in the early 1900s, only six percent of married women worked outside of the home? It wasn’t until the First World War that women joined the workforce in masses, only because the men were needed in the armed forces. Fast forward to a century later,...

When you hear the word "values," you probably think of some personal examples, such as discipline or perseverance. Go one step further and consider leaders you admire. What values were behind the notable decisions they made or memorable actions they took? Were those...

With summer in full swing, you are most likely spending quality time with your family.  While taking advantage of this time together, why not take a moment (or two) to have a little fun AND teach your kids about financial literacy? It is never too early for your kids...

Summer vacation is about exploring new places, experiencing all of the attractions and having spontaneous fun. But before you head out the door, you should have a budget plan in place. There is an easy way to budget for your vacation. In addition to pre-purchasing...